{"id":30385,"date":"2025-10-30T16:26:08","date_gmt":"2025-10-30T16:26:08","guid":{"rendered":"https:\/\/www.newsbeep.com\/us-ca\/30385\/"},"modified":"2025-10-30T16:26:08","modified_gmt":"2025-10-30T16:26:08","slug":"ai-boom-drives-trillion-dollar-tech-valuations-and-record-bets-on-chipmakers","status":"publish","type":"post","link":"https:\/\/www.newsbeep.com\/us-ca\/30385\/","title":{"rendered":"AI boom drives trillion-dollar tech valuations and record bets on chipmakers"},"content":{"rendered":"

Item 1 of 2 An Advanced Micro Devices (AMD) MI350 series artificial intelligence chip is displayed at the San Jose McEnery Convention Center, in San Jose, California, U.S., June 12, 2025. REUTERS\/Max A. Cherney<\/p>\n

[1\/2]An Advanced Micro Devices (AMD) MI350 series artificial intelligence chip is displayed at the San Jose McEnery Convention Center, in San Jose, California, U.S., June 12, 2025. REUTERS\/Max A. Cherney Purchase Licensing Rights, opens new tab<\/a><\/p>\n

Oct 30 (Reuters) – Top technology companies hit fresh valuation milestones in October, as their shares climbed on expectations of robust demand for AI chips and computing infrastructure driven by the artificial intelligence boom.<\/p>\n

Nvidia\u2019s (NVDA.O), opens new tab<\/a> shares jumped nearly 11% over the past month, adding about $500 billion in market value as it became the first company to reach a $5 trillion valuation. Chief Executive Jensen Huang this week announced<\/a> $500 billion in AI chip orders and plans to build seven supercomputers for the U.S. government.<\/p>\n

Sign up here.<\/a><\/p>\n

\"TopTop 20 companies by market cap (values in $ billion)<\/p>\n

Tech shares have risen sharply on optimism over AI\u2019s potential and a series of partnerships and deals with major global companies, including OpenAI, Oracle, Nokia and drugmaker Eli Lilly.<\/p>\n

Microsoft (MSFT.O), opens new tab<\/a> and Apple (AAPL.O), opens new tab<\/a> also reached $4 trillion market valuations by end-October, just over three months after Nvidia\u2019s surge to that level in July.Microsoft reported<\/a> record capital spending of nearly $35 billion for its fiscal first quarter on Wednesday and said it expects investments to rise further this yearBroadcom (AVGO.O), opens new tab<\/a> gained 17% over the past month to reach a $1.82 trillion valuation, while TSMC (2330.TW), opens new tab<\/a> added 15% to $1.28 trillion and Alphabet (GOOGL.O), opens new tab<\/a> climbed 13% to $3.32 trillion.\"TopTop 20 companies by market cap (values in $ billion)<\/p>\n

The market value-to-capital expenditure ratio for semiconductor firms stood at 75.1, the highest among all global sectors, suggesting investors expect strong returns from the heavy AI-related spending by chipmakers.<\/p>\n

\"ShowsShows market cap to capex ratioThe market values of Berkshire Hathaway (BRKa.N), opens new tab<\/a>, JPMorgan Chase (JPM.N), opens new tab<\/a> and Tencent Holdings (0700.HK), opens new tab<\/a> fell 5.4%, 3.1% and 2.5% over the past month to $1.03 trillion, $840 billion and $760 billion, respectively.<\/p>\n

Reporting by Gaurav Dogra and Patturaja Murugaboopathy in Bengaluru. Editing by Mark Potter<\/p>\n

Our Standards: The Thomson Reuters Trust Principles., opens new tab<\/a><\/p>\n

Purchase Licensing Rights<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"Item 1 of 2 An Advanced Micro Devices (AMD) MI350 series artificial intelligence chip is displayed at the…\n","protected":false},"author":2,"featured_media":30386,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[29],"tags":[1180,1111,9097,22429,17265,22204,22206,22207,22208,17317,17318,22409,1122,22431,22410,22411,22412,1124,22413,1219,2942,1220,2768,22426,1187,17275,1182,1185,22430,2940,17267,22407,1141,22414,22408,2771,1186,1150,22415,22416,22427,22417,22418,22419,22420,22421,1157,1158,22422,1161,88,90,89,17319,1166,1167,22423,2773,2769,2774,22424,22425,2776,2766,995,17320,2767,2777,2775,22428,1181,1179],"class_list":["post-30385","post","type-post","status-publish","format-standard","has-post-thumbnail","category-san-jose","tag-amers","tag-anlins","tag-asia","tag-asxpac","tag-bisv","tag-bnk","tag-bnks","tag-bnks1","tag-bsvc","tag-chip","tag-chip1","tag-cmpelc","tag-cmpny","tag-cn","tag-coms","tag-coms1","tag-cong","tag-cycs","tag-dept","tag-destocabsm","tag-destoukbsm","tag-destousbsm","tag-destoustcm","tag-easia","tag-emea","tag-emrg","tag-europ","tag-ezc","tag-fi","tag-fin","tag-fins","tag-graphc","tag-heca","tag-mailod","tag-mtgfx","tag-mtpix","tag-namer","tag-ncyc","tag-netsv","tag-netsv1","tag-nord","tag-phar","tag-phar1","tag-phmr","tag-phne","tag-phones","tag-publ","tag-ret","tag-rete","tag-rgen","tag-san-jose","tag-san-jose-headlines","tag-san-jose-news","tag-semi","tag-shop","tag-shopal","tag-socmed","tag-sofent","tag-sofw","tag-sofw1","tag-spcret","tag-srchen","tag-stx","tag-swit","tag-tech","tag-teeq","tag-tmt","tag-topcmb","tag-topnws","tag-tw","tag-us","tag-weu"],"_links":{"self":[{"href":"https:\/\/www.newsbeep.com\/us-ca\/wp-json\/wp\/v2\/posts\/30385","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.newsbeep.com\/us-ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.newsbeep.com\/us-ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ca\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ca\/wp-json\/wp\/v2\/comments?post=30385"}],"version-history":[{"count":0,"href":"https:\/\/www.newsbeep.com\/us-ca\/wp-json\/wp\/v2\/posts\/30385\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ca\/wp-json\/wp\/v2\/media\/30386"}],"wp:attachment":[{"href":"https:\/\/www.newsbeep.com\/us-ca\/wp-json\/wp\/v2\/media?parent=30385"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ca\/wp-json\/wp\/v2\/categories?post=30385"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.newsbeep.com\/us-ca\/wp-json\/wp\/v2\/tags?post=30385"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}